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Morgan Stanley CRD 149777
$1.96T regulatory AUM 416,984 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-05 |
| NC | RA | APPROVED | 2015-12-11 |
Branch Locations
3800 Glenwood Avenue Suite 500, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Raleigh | NC | 09/2013 | Present |
*510985- PrimeTime Motors of Garner, LLC; Investment related- Yes; Garner, North Carolina; Automotive/Transportation; Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 0; After business hours: 10; Administrative, Customer Service *671741- Darvin Properties, LLC; Investment related: Yes; Clayton, North Carolina; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 10; Administrative, Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-09 |
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